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Legacy Wealth Asset Management’s Chemed CHE Stock Holding History

Legacy Wealth Asset Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.51M Sell
2,985
-71
-2% -$36.7K 0.33% 76
2026
Q2 		$1.42M Buy
3,056
+626
+26% +$263K 0.31% 81
2026
Q1 		$918K Buy
2,430
+117
+5% +$50.1K 0.22% 136
2025
Q4 		$990K Sell
2,313
-235
-9% -$102K 0.24% 119
2025
Q3 		$1.14M Buy
2,548
+117
+5% +$53K 0.28% 97
2025
Q2 		$1.18M Buy
2,431
+37
+2% +$21.1K 0.3% 85
2025
Q1 		$1.47M Sell
2,394
-52
-2% -$29.6K 0.41% 70
2024
Q4 		$1.3M Sell
2,446
-112
-4% -$63.1K 0.35% 72
2024
Q3 		$1.54M Hold
2,558
– – 0.41% 66
2024
Q2 		$1.39M Buy
2,558
+274
+12% +$157K 0.39% 69
2024
Q1 		$1.47M Buy
2,284
+9
+0.4% +$5.47K 0.41% 61
2023
Q4 		$1.33M Buy
2,275
+21
+0.9% +$11.8K 0.44% 66
2023
Q3 		$1.17M Buy
2,254
+273
+14% +$142K 0.43% 68
2023
Q2 		$1.07M Sell
1,981
-51
-3% -$27.9K 0.37% 74
2023
Q1 		$1.09M Buy
2,032
+235
+13% +$120K 0.39% 72
2022
Q4 		$917K Buy
1,797
+298
+20% +$145K 0.35% 88
2022
Q3 		$654K Sell
1,499
-26
-2% -$12.5K 0.29% 122
2022
Q2 		$716K Buy
1,525
+18
+1% +$8.78K 0.29% 135
2022
Q1 		$763K Buy
1,507
+101
+7% +$48.4K 0.27% 144
2021
Q4 		$744K Buy
1,406
+224
+19% +$108K 0.25% 151
2021
Q3 		$550K Sell
1,182
-2
-0.2% -$943 0.25% 156
2021
Q2 		$562K Sell
1,184
-18
-1% -$8.64K 0.25% 149
2021
Q1 		$553K Buy
1,202
+55
+5% +$27K 0.26% 161
2020
Q4 		$611K Buy
+1,147
New +$564K 0.31% 136

Other funds holding CHE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's CHE Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Chemed (CHE) stake by 2.3% in Q3 2026, selling an estimated $36.7K and leaving 2,985 shares worth $1.51M. The position accounts for 0.33% of the portfolio, ranked #76.

Legacy Wealth Asset Management first reported a position in CHE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q3 2024. 16 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Legacy Wealth Asset Management held 2,985 shares of Chemed worth $1.51M as of Q3 2026.
  • Legacy Wealth Asset Management sold 71 Chemed shares in Q3 2026, an estimated $36.7K.
  • Chemed made up 0.33% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #76 holding.
  • Legacy Wealth Asset Management first reported a position in Chemed in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Chemed position peaked at $1.54M in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.